在最新公布的财报暗示全国消费需求持续复苏的大背景下,今日餐饮行业股价再现普涨行情,奈雪的茶更是强势表现,盘中一度上涨5.13%。
据分析,市场对餐饮行业前景重拾乐观情绪的主要原因在于多家龙头企业上一季度业绩回暖以及连锁店新开不断。此外,有消息指出粤港澳大湾区餐饮业务或将逐步恢复正常水平,进一步刺激了投资者对行业的信心。
不过,值得注意的是,茶饮赛道亦迎来了一位新的竞争对手:中国现制茶饮店古茗控股有限公司今日发布招股书,计划在港上市并于2月12日挂牌交易。作为该行业的先行者,奈雪的茶等头部品牌有可能面临一定的竞争压力,不过短期来看市场活力的释放反而成为它们股价上涨的推手。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.